Client Operations Specialist

Permanent

Cape Town

Posted 2 weeks ago

Are you experienced in client operations within asset management and ready to take on a new challenge? We’re looking for a skilled Client Operations Specialist to join a team based in Cape Town.

This role is ideal for someone who thrives in a fast-paced environment, is detail-oriented, and has a solid understanding of pooled and segregated funds (including the differences and their significance). Previous experience with client onboarding and asset take-on processes is essential.

Key Responsibilities

Client Administration:
Manage client onboarding, account setup, and updates. Ensure accurate and organised maintenance of client information and documentation.
Operational Coordination:
Oversee cash flows, reconciliations, and the processing of client transactions, including investments, disinvestments, and transfers. Work closely with custodians and internal teams to maintain service standards and ensure smooth operations.
Asset Transitions:
Coordinate end-to-end asset transition processes, including data reconciliation and client communication, ensuring accuracy and efficiency throughout.
Stakeholder Engagement:
Liaise with custodians, trustees, and internal teams to maintain strong working relationships and resolve operational queries effectively.
Process Improvement:
Contribute to key operational projects and identify opportunities for enhancing processes and service delivery.

What We’re Looking For

Experience:
At least 5 years in client operations, portfolio administration, or a related role within asset management.
Strong understanding of pooled and segregated funds, as well as experience with onboarding and transitions.
Technical Skills:
Proficiency in Excel and portfolio systems like Hi-Port (or similar).
Solid knowledge of financial instruments and asset management operations.
Education:
BCom, BCom Honours, or a similar qualification in finance or a related field.
Attributes:
Detail-oriented with excellent organizational and analytical skills.
Strong communicator with the ability to collaborate effectively in a team environment.
Results-driven and proactive in problem-solving.

Why Join Us?

This is an opportunity to grow your career in a supportive and professional environment. You’ll play a key role in ensuring seamless client operations and transitions while contributing to the success of a leading asset management team.

If you’re ready to make a difference and meet the criteria above, apply now and let’s start the conversation.

Deadline for applications is 30/12/2024

For more information, call Nova Buchan on 073 393 9731 or send your CV to Nova Buchan

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Job Category

Finance, Office Support

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